Anthony Lopresti

Trek Financial

4 Years of Experience

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Firm Information

Trek Financial

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

59 advisors

Number of Clients

5,035 clients

Average Client Portfolio

$495K average

Assets Under Management

$2.5B

Fee Structure

Investment management fees are based on an advisory agreement between the client and Trek Financial. The fees cover discretionary advice. Financial planning fees are negotiable, and may be waived or reduced at the discretion of the investment advisor representative. Additional fees may apply for certain model portfolios and options strategies.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning

Advisor Information

Office location

8355 East Hartford Drive, Suite 105, Scottsdale, AZ, 85255

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.